· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROEL CAMPOS CONSULTING & INVESTING, INC. — ROEL CAMPOS CONSULTING & INVESTING, INC. CASH BALANCE PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241009093555NAL0030835312001
ROEL CAMPOS CONSULTING & INVESTING, INC.
Form 5500-SF
FILING_RECEIVED
ROEL CAMPOS CONSULTING & INVESTING, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROEL CAMPOS CONSULTING & INVESTING, INC.
.
Find decision makers
Plan sponsor
Name
ROEL CAMPOS CONSULTING & INVESTING, INC.
EIN
68-0497817
Address
1775 I STREET, N.W. SUITE 600 · WASHINGTON, DC · 20006
Phone
(202) 680-8673
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-09
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
SCHOOL SITE SOLUTIONS INC
SCHOOL SITE SOLUTIONS INC 401K PROFIT SHARING PLAN
$1.3M · 1 participants
HUDSON INSTITUTE OF PROCESS RESE
HUDSON INSTITUTE OF PROCESS RESEARCH INCORPORATED
$1.3M · 20 participants
FIRST PRIORITY MANAGEMENT SERVICES, LLC
FIRST PRIORITY MANAGEMENT SERVICES, LLC CASH BALANCE PLAN
$1.3M · 10 participants
BEHR COMMUNICATIONS, INC.
BEHR COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 2 participants
TALOS CONSULTING
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
TALOS CONSULTING, LLC. 401(K) PLAN
$1.4M · 4 participants
RAISING THE STANDARD CONSULTING (USA), INC.
RTS CONSULTING 401(K) PROFIT SHARING PLAN
$1.4M · 12 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
